Ken Nason, Matt Nason & Brian Rose Wealth Management
Our team is focused on helping clients in Nova Scotia preserve, grow and make the most of their wealth. We specialize in investment planning, tax and estate planning, business and succession planning, and charitable giving. We look forward to putting that expertise to work for you.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 30+ years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Retirement planning
Transitioning away from work gives you more time for family, travel and pastimes. Ensuring you are well positioned to make the most of your well-earned retirement, means understanding how much you will need to support the lifestyle you want. To help you achieve your goals, we will work with you to establish a plan for saving and, when the time comes, structure your retirement income to maximize the benefits of your accumulated wealth.
What our clients say
Previously when I sat with other advisors from my bank and my pension company, I walked out with lots of paper work and a feeling of "well, that was useless." Finally, I thought I have to get a handle on my retirement and made an appointment with Matt's team. I sent them all my information and after a couple of meetings (as he knew I was needing some hand holding), I now understand and feel confident I am on track to retire comfortably all thanks to them.
- Ruby L. Client since 2022
I have been with IG Wealth Management for approximately 10 years. Matt has been very helpful in explaining my financial/investment options. He always listens carefully and is responsive to my questions and concerns. I have recently lost my spouse and Matt has been thoughtful and caring as he guides me through the financial challenges faced by a single senior.
- Carol T. Client since 2013
IG Wealth Management has been one of the best decisions my wife and I could have ever made. After floundering and quite literally drowning in mainstream banking investment services, we realized we desperately needed help solving the mysteries of LIFs, RIFs, TFSAs, RRSPs, etc., as we were both approaching potential retirement and an age where such decisions become crucial to the well being of your future. After watching one short webinar, we were convinced these people were the ones to guide us in those very crucial decisions. After hooking up with our point contacts, Mr. Ken Nason and Mr. Brian Rose, we have not looked back. These gentlemen quickly diagnosed our situation, put together a portfolio and have constantly guided us in making those critical decisions to maximize our retirement savings and being able to move forward with an investment profile that was worry free and completely understandable. I’ve had to call on them several times over the past couple of years for CRA issues and investment questions and have never been disappointed. They respond in a timely, professional and down to earth fashion and completely take away the stress related to making any sort of future investments/TFSA deposits, etc. I would highly recommend IG Wealth Management to any of my family and friends without hesitation. Thank you Ken and Brian for being part of our investment journey! Thumbs up and five stars!
- Nick B. Client since 2022
Everyone knows you need to save money for retirement, but do you have a plan? For most people, creating and revisiting a financial plan is on their “to do list." We appreciated how Ken and Brian made it easy to develop a comprehensive, lifelong plan and more importantly, ensuring we all revisit the deliverables on a regular basis as our life situation changes.
- Harry D. Client since 2014
The hardest part about getting ready for retirement is creating a financial plan you can be confident will allow you to retire in comfort while being able to weather the uncertainties of the future. In the financial planning world of “we don’t know what we don’t know," Ken and Brian have really helped us to "know what we need to know." IG Wealth Management provides a “one-stop shop” with a competitive family of investment funds and financial planning services and tools. We sleep well at night knowing that our retirement plan is in good hands.
- Ken and Sarah. Clients since 2020